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Nonprofit · EIN 13-7198011

ORA LERMAN CHARITABLE TR

Also known as OSTWALD DAVID E TTEE

Tax-exempt · EASTON, PA 18045

Financials

$52K$177K2023$108K$172K2024
Revenue Expenses · by fiscal year end
Financials of ORA LERMAN CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$107,677$171,891-$64,214$815,225$0$815,225
December 31, 2023990-PF$52,464$177,098-$124,634$840,387$0$840,387
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$7,214
Net gain from sales of assets
$53,566
Other income
$46,897

Expenses

Grants and similar amounts paid
$1,750
Disbursements for charitable purposes
$166,256
Excise tax on investment income
$1,497

Balance sheet and other

Total assets, start of year
$840,387
Total assets, end of year
$815,225
Total liabilities, end of year
$0
Net assets, end of year
$815,225
Fair market value of assets
$815,225
Qualifying distributions
$166,256
Net investment income
$107,677

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
DAVID OSTWALD
160 ERICA WAY, PORTOLA VALLEY, CA 94028
Trustee0$0
SARAH FURMAN
1226 LINCOLN PLACE D4, BROOKLYN, NY 11213
Secretary0$0
JO'D DUNN
1106 NORTH ABINGTON ROAD, DALTON, PA 18414
BOARD MEMBER0$0
CHUN BUN PARK
18 RAILROAD AVE, CLIFFSIDE PARK, NJ 07010
BOARD MEMBER0$0
ZAK VREELAND
1254 HANCOCK STREET, BRROKLYN, NY 11221
BOARD MEMBER0$0
GAIL SHAW-CLEMONS
3012 P ST SE, WASHINGTON DC, DC 20020
Trustee0$0
RACHEL SELEKMAN
404 HANCOCK ST, BROOKLYN, NY 11216
Trustee0$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
DAVID OSTWALD
160 ERICA WAY, PORTOLA VALLEY, CA 94028
Trustee0$0
MARGARET MATHEWS BERENSON
325 E 79TH ST 16C, NEW YORK, NY 10075
President0$0
ANN SUTHERLAND HARRIS
1315 DENNISTON ST, PITTSBURGH, PA 15217
Vice President0$0
RACHEL SELEKMAN
404 HANCOCK ST, BROOKLYN, NY 11216
Trustee0$0
ILENE SUNSHINE
825 WEST END AVE 11G, NEW YORK, NY 10025
Treasurer0$0
GAIL SHAW-CLEMMONS
3012 P ST, SE WASHINGTON DC, DC 20020
Treasurer0$0
ROBERT ZAKANITCH
9 WOODWORTH AVE, YONKERS, NY 10701
Trustee0$0

Address and contacts

Address (IRS master file)
3625 CHIPMAN ROAD, EASTON, PA 18045-0000
In care of
% LAW OFFICES OF ROGER D OLSON
Signed the 990-PF
DAVID OSTWALD, Trustee
Phone
(415) 310-6415
Return prepared by
Koval & Casagrande CPAs PLLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-7198011
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2019
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$815,225
Income (IRS master file)
$192,917

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$107,677$171,891$815,225XML
990-PFDecember 2023$52,464$177,098$840,387XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-7198011).

Questions about ORA LERMAN CHARITABLE TR

What is the EIN of ORA LERMAN CHARITABLE TR?
The employer identification number (EIN) of ORA LERMAN CHARITABLE TR is 13-7198011.
Is ORA LERMAN CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to ORA LERMAN CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ORA LERMAN CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of ORA LERMAN CHARITABLE TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ORA LERMAN CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ORA LERMAN CHARITABLE TR?
The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does ORA LERMAN CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $107,677, expenses of $171,891 and total assets of $815,225 at year end.

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